Shawn E. Knutson
Professional summary
Shawn Everett Knutson, who also goes by Shawn Everett Knuston, Shawn Everett Knutson 610, Shawn Knutson, is a registered financial advisor currently at FEDERATED INVESTMENT COUNSELING located in Lakeville, Minnesota and FEDERATED SECURITIES CORP. located in Lakeville, Minnesota.
Shawn is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Shawn has worked at 6 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Shawn Everett Knutson's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 5, 2006 - Present
FEDERATED INVESTMENT COUNSELING
November 11, 2009 - Present
FEDERATED SECURITIES CORP.
May 12, 2010 - Present
MDT ADVISERS, A DIVISION OF FEDERATED MDTA LLC
August 17, 2021 - Present
FEDERATED GLOBAL INVESTMENT MANAGEMENT CORP.
June 24, 2005 - Present
FEDERATED SECURITIES CORP.
Office #1: 1001 Liberty Avenue, Pittsburgh, PA 15222-3779June 30, 2004 - June 28, 2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
November 20, 2002 - June 28, 2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
September 10, 1999 - November 25, 2002
EDWARD JONES
Primary Firm SEC Registration
FEDERATED INVESTMENT COUNSELING
CRD#: 105325 / SEC#: 801-34611
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(1/2/2018)
(10/12/2022)
(6/24/2005)
(5/12/2010)
(6/24/2005)
(10/10/2006)
(6/24/2005)
(8/17/2021)
(6/24/2005)
(1/5/2006)
(6/24/2005)
(8/7/2019)
(1/2/2018)
Exams
FINRA
Current Firm
FEDERATED INVESTMENT COUNSELING
CRD#: 105325 / SEC#: 801-34611
Contact information
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 8,579 |
| AUM (Assets Under Management) | $ 199,641,239,415 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/23/2024 | ||
| 10/11/2023 | ||
| 07/29/2022 |
Red Flags
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